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Otis Worldwide
OTIS

1,128 hedge funds and large institutions have $21B invested in Otis Worldwide in 2020 Q2 according to their latest regulatory filings, with 1,128 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

85.39% more ownership

Funds ownership: 0% → 85.39% (+85%)

24% more call options, than puts

Call options by funds: $42.6M | Put options by funds: $34.3M

Holders
1,128
Holders Change
+1,128
Holders Change %
–
% of All Funds
23.13%
Holding in Top 10
16
Holding in Top 10 Change
+16
Holding in Top 10 Change %
% of All Funds
0.33%
New
1,128
Increased
–
Reduced
–
Closed
–
Calls
$42.6M
Puts
$34.3M
Net Calls
+$8.36M
Net Calls Change
+$8.36M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$2.02B
2
State Street
State Street
Massachusetts
+$1.81B
3
BlackRock
BlackRock
New York
+$1.67B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$634M
5
CS
Credit Suisse
Switzerland
+$525M

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
551
Perigon Wealth Management
California
$574K +$523K +10,099 New
CIC
552
Canal Insurance Company
South Carolina
$569K +$518K +10,000 New
KRSITF
553
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$569K +$519K +10,012 New
KFBMI
554
Kentucky Farm Bureau Mutual Insurance
Kentucky
$569K +$518K +10,000 New
MPWT
555
MassMutual Private Wealth & Trust
Connecticut
$563K +$513K +9,906 New
SFA
556
Sequoia Financial Advisors
Ohio
$561K +$511K +9,862 New
MA
557
Montag & Associates
Georgia
$555K +$506K +9,763 New
TPWA
558
TRUE Private Wealth Advisors
Oregon
$554K +$505K +9,751 New
BBVA
559
Banco Bilbao Vizcaya Argentaria
Spain
$554K +$505K +9,754 New
MCM
560
McMillion Capital Management
North Carolina
$552K +$503K +9,706 New
PH
561
Pinnacle Holdings
Oklahoma
$552K +$503K +9,705 New
FMB
562
Field & Main Bank
Kentucky
$551K +$502K +9,695 New
RIM
563
Rampart Investment Management
Connecticut
$550K +$501K +9,668 New
WC
564
Westhampton Capital
North Carolina
$548K +$500K +9,641 New
FHB
565
First Hawaiian Bank
Hawaii
$533K +$486K +9,375 New
SCM
566
Shelton Capital Management
Colorado
$532K +$485K +9,357 New
GIM
567
Goelzer Investment Management
Indiana
$528K +$481K +9,280 New
DCM
568
Donaldson Capital Management
Indiana
$526K +$479K +9,254 New
IC
569
IEQ Capital
California
$515K +$469K +9,057 New
BPC
570
Banque Pictet & Cie
Switzerland
$512K +$466K +8,997 New
CNAM
571
Campbell Newman Asset Management
Wisconsin
$509K +$464K +8,952 New
HCA
572
Harbour Capital Advisors
Virginia
$508K +$463K +8,933 New
CA
573
Cetera Advisors
Colorado
$506K +$461K +8,896 New
WJWM
574
Williams Jones Wealth Management
New York
$497K +$452K +8,732 New
NIM
575
Northeast Investment Management
Massachusetts
$494K +$450K +8,680 New
21 22
23
24 25

OTIS Hedge Fund Activity: Q2 2020 in Review

1,128 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Otis Worldwide (OTIS) for Q2 2020, worth a combined $21B.

Buyers outnumbered sellers: 1,128 funds opened new OTIS positions and 0 closed out — a net gain of 1,128 holders — while 0 added to existing stakes and 0 trimmed.

The largest buyer was Vanguard Group, opening a new position worth an estimated $2.02B.

  • 1,128 institutional investors held Otis Worldwide (OTIS) as of Q2 2020, up from 0 in Q1 2020.
  • Funds reported $21B of Otis Worldwide stock for Q2 2020.
  • 1,128 funds opened new Otis Worldwide positions in Q2 2020 and 0 closed out, a net change of +1,128 holders.
  • The largest Otis Worldwide buyer in Q2 2020 was Vanguard Group, an estimated $2.02B added.

Based on aggregated 13F filings for Q2 2020.